Job Description

Core Duties and Responsibilities

Lead Generation and Business Development

? Identify and research prospective corporate clients across relevant industries,

travel-intensive functions, and geographies.

? Build and maintain a qualified pipeline through cold outreach, email

campaigns, LinkedIn/social selling, industry events, and referrals.

? Qualify leads based on travel volume, geographies, risk profile, existing

coverage, and decision-making structure.

? Maintain CRM discipline: log activities, update lead status, forecast

opportunities, and track conversion metrics.

? Conduct structured needs assessments for corporate travel programs

(domestic/international, frequency, destinations, traveler demographics).

Quotation and Proposal Management

? Prepare customized quotations with multiple plan options

? Present proposals to stakeholders (procurement, finance, HR, travel desk) and

address technical queries.

? Manage revisions, approvals, and validity timelines for quotations.

Policy Booking and Issuance

? Collect KYC/company documentation, traveler details, and declarations per

compliance requirements.

? Accurately complete proposal forms and obtain necessary

signatures/consents.

? Process premium payments, reconcile amounts, and issue policy documents,

endorsements, schedule of benefits, and certificates.

Account Management and Client Servicing

? Serve as primary point of contact for client travel desks, HR, and finance for

policy servicing.

? Support claims initiation by guiding on documentation, timelines, and

emergency assistance procedures.

? Coordinate with claims teams and assistance providers to expedite resolution

and communicate status.

? Adhere to IRDAI/DoI or relevant regulatory guidelines, AML/KYC norms, data

privacy, and audit requirements.

? Maintain complete and accurate records: proposals, quotes, communications,

policy schedules, and claim logs.

? Ensure marketing and client communications are compliant with approved

product literature and disclosures.

? Stay updated on sanctions lists, travel advisories, and high-risk region

protocols.

Reporting and Analytics

? Track sales KPIs: leads, conversions, pipeline value, average deal size, cycle

time, retention, and upsell.

? Train client travel coordinators on policy usage, issuance workflows, and

emergency protocols.

? Keep current on competitor products, pricing, and emerging travel risks

(pandemics, geopolitical, natural disasters).

? Participate in product and compliance training; obtain/renew required

licenses or certifications.

? Improve sales collateral, scripts, and FAQs to enhance client understanding

and close rates.

Customer Experience and Retention

? Conduct onboarding sessions for new corporate clients and their travelers.

? Implement SLA-driven response and turnaround times for quotes and

servicing.

? Drive renewals proactively with early reviews, competitive benchmarking, and

program enhancements.

? Seek feedback, resolve complaints promptly, and promote satisfaction and

referrals.

Key Skills and Qualifications

? Strong B2B sales and relationship management; ability to engage CXO, HR,

Procurement, and Travel Desk stakeholders.

? Solid understanding of travel insurance products, underwriting basics, and

claims processes.

? Excellent communication, presentation, and negotiation skills.

? Proficiency with CRM tools, MS Office/Google Suite, and reporting.

? Attention to detail, compliance orientation, and problem-solving in

time-sensitive scenarios.

Job Types: Full-time, Permanent, Fresher

Pay: ₹20,000.00 - ₹23,000.00 per month

Benefits:

Health insurance Provident Fund
Work Location: In person